VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNA | 738 | $255.72K |
 | VMC | 734 | $225.92K |
 | MLM | 702 | $442.24K |
 | MPWR | 671 | $618.10K |
 | SNPS | 666 | $328.55K |
 | SPOT | 664 | $463.80K |
 | MSCI | 658 | $373.36K |
 | HUM | 653 | $169.97K |
 | OLLI | 636 | $81.66K |
 | BAC-PL | 590 | $755.20K |
 | APP | 569 | $409.17K |
 | TPL | 533 | $497.63K |
 | MELI | 443 | $1.04M |
 | IDXX | 429 | $274.08K |
 | MEDP | 423 | $217.32K |
 | CASY | 390 | $220.47K |
 | LII | 379 | $200.63K |
 | ULTA | 379 | $207.22K |
 | BKNG | 363 | $1.96M |
 | GWW | 357 | $340.21K |
Snap-on Incorporated
SNA
Shares Held
738
Value
$255.72K
Vulcan Materials Company
VMC
Shares Held
734
Value
$225.92K
Martin Marietta Materials, Inc.
MLM
Shares Held
702
Value
$442.24K
Monolithic Power Systems, Inc.
MPWR
Shares Held
671
Value
$618.10K
Synopsys, Inc.
SNPS
Shares Held
666
Value
$328.55K
Spotify Technology S.A.
SPOT
Shares Held
664
Value
$463.80K
MSCI Inc.
MSCI
Shares Held
658
Value
$373.36K
Humana Inc.
HUM
Shares Held
653
Value
$169.97K
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
636
Value
$81.66K
Bank of America Corporation
BAC-PL
Shares Held
590
Value
$755.20K
AppLovin Corporation
APP
Shares Held
569
Value
$409.17K
Texas Pacific Land Corporation
TPL
Shares Held
533
Value
$497.63K
MercadoLibre, Inc.
MELI
Shares Held
443
Value
$1.04M
IDEXX Laboratories, Inc.
IDXX
Shares Held
429
Value
$274.08K
Medpace Holdings, Inc.
MEDP
Shares Held
423
Value
$217.32K
Casey's General Stores, Inc.
CASY
Shares Held
390
Value
$220.47K
Lennox International Inc.
LII
Shares Held
379
Value
$200.63K
Ulta Beauty, Inc.
ULTA
Shares Held
379
Value
$207.22K
Booking Holdings Inc.
BKNG
Shares Held
363
Value
$1.96M
W.W. Grainger, Inc.
GWW
Shares Held
357
Value
$340.21K